Sage Intacct SDK

Python SDK to access Sage Intacct web services

Installation

This project requires Python 3+ and Requests library (pip install requests).

1. Download this project and use it (copy it in your project, etc).

2. Install it from pip.

   $ pip install sageintacctsdk

Usage

To use this SDK you'll need these Sage Intacct credentials used for authentication: sender ID, sender password, user ID, company ID and user password.

This SDK is very easy to use.

1. First you'll need to create a connection using the main class SageIntacctSDK.

   
   from sageintacctsdk import SageIntacctSDK

connection = SageIntacctSDK( sender_id='', sender_password='', user_id='', company_id='', user_password='' )

2. After that you'll be able to access any of the 28 API classes: accounts, ap_payments, ar_invoices, ar_payments, attachments, bills, charge_card_accounts, charge_card_transactions, checking_accounts, classes, contacts, customers, departments, employees, expense_payment_types, expense_reports, expense_types, gl_detail, items, locations, order_entry_transactions, projects, reimbursements, revenue_recognition_schedules, revenue_recognition_schedule_entries, savings_accounts, tasks and vendors.
```python
"""
USAGE: <SageIntacctSDK INSTANCE>.<API_NAME>.<API_METHOD>(<PARAMETERS>)
"""

# Create a new Expense Report of 3800 USD, spent at 2019-28-11 and from employee with employee id E101
data = {
    'employeeid': 'E101',
    'datecreated': {
        'year': 2019,
        'month': 11,
        'day': 28
    },
    'state': 'Approved',
    'description': 'Team lunch',
    'expenses': {
        'expense': [
            {
                'expensetype': 'Food',
                'amount': 3800,
                'expensedate': {
                    'year': 2019,
                    'month': 11,
                    'day': 28
                }
            }
        ]
    }
}
response = connection.employees.post(data)

# Use get_all methods to get all objects of certain types
response = connection.accounts.get_all()

# Get details of Employee with EMPLOYEEID E101
response = connection.employees.get(field='EMPLOYEEID', value='E101')

Advanced Queries

Several methods of querying the Sage Inacct API exists within the SDK. allows you to specify multiple critera using textual mathematical operators and logical filters.

Arguments are passed to and_filter, or_filter, or both. The and_filter is the default operator to pass filters to. For example if you want to pass a single operator without a logical context you would pass it to and_filter.

You must pass multiple operators to or_filter.

You may also format your own filter payload in accordance with API documentation and pass to the function.

See query structures here: https://developer.intacct.com/web-services/queries/

Warning: Operators can only be used once in a given logical context. and_filter cannot accept multiple 'equalto' operators for example. This is an API limitation.

#
# Returns Data Structure of object to perform query on.  Helpful to identify field keys.
print(connection.gl_detail.get_lookup())

# Returns records between specified dates
query_tuple_between = [('between','ENTRY_DATE',['01/01/2020','12/31/2020'])]
fields = ['RECORDNO','ENTRY_DATE','BATCH_NO','ACCOUNTNO','DEBITAMOUNT']
response = connection.gl_detail.get_by_query(fields=fields,and_filter=query_tuple_between)

# Returns records between specified accounts
query_tuple_multiple =[('greaterthan','ACOUNTNO','6000'),('lessthan','ACCOUNTNO','7000')]
response = connection.gl_detail.get_by_query(fields=fields,and_filter=query_tuple_multiple)

# Returns records that match list
in_list = ['1000','1100','1200']
query_tuple_in = [('in','ACCOUNTNO',in_list)]
response = connection.gl_detail.get_by_query(fields=fields,and_filter=query_tuple_in)

payload = {'and':{'equalto':{'field':'ACCOUNTNO','value':'1000'}}}
response = connnection.gl_detail.get_by_query(filter_payload=payload)

See more details about the usage into the wiki pages of this project.

License

This project is licensed under the MIT License - see the LICENSE file for details